Charles McCue

Assistant Vice President, Senior Wealth Advisor

Charles is an Assistant Vice President for TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial. He assists TruMark Financial members with their investment and financial planning needs.

With over 30 years of experience in the financial services industry, Charles offers comprehensive knowledge of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

He earned a Bachelor’s degree from Villanova University. He holds a Series 7 General Securities registration, Series 63 and 65 registrations, through LPL Financial and Life, Accident, and Health Insurance Licenses. Charles is securities licensed in DE, FL, IA, KY,  MD, NJ, VA and PA.

Charles lives in the Greater Philadelphia area where he was born and raised.